Business process library wish list

 

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Denise’s Note

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Denise’s Note

Front Desk Guide

 

 

Colette

Mar 28, 2022

in progress

Academic Calendar

 

 

Stephanie

Mar 28, 2022

 

Term Config

 

 

Stephanie

Mar 28, 2022

 

Updating citizenship/visa type

Link

 

Denise

Mar 28, 2022

Done

Registering Study Abroad students

meeting on 4/14

 

Denise

Apr 5, 2022

 

Removing duplicate records

 

Denise

Apr 5, 2022

Done

Creating an independent study, internship, or honors these

 

Denise

Apr 5, 2022

Done

Managing student attributes

 

Denise

Apr 5, 2022

Done

Requesting a new or modification to a Banner account

The Banner account request form should be used for modification requests. Should you have something that needs immediate changing, say, for someone in our office, that you are "fixing" or doing for me, you can use the internal form. 

 

Denise

Apr 5, 2022

Done

AP/IB grade posting process

https://tulane.box.com/s/ponkp40q6uvacwe5ios24uyof7o5pqhc

 

Colette

Apr 5, 2022

 

Banner Security Reports

Team Content > TU Public > Frank - security > drill through



summary of each report

Denise

Apr 6, 2022

Done

Managing active students who should be inactive

email template:

list id, incorrectly activated term, and name

The four students listed above did not enroll for fall 2020.  The status of the four  students  was inactive.  However, you updated the status to AS=Active.  You indicated you had done this so that they could have access to Canvas (perhaps also to TU email).  However, this is against TU policy, as active students counts are counted for other things, such as, for  purchasing licenses, for enrollment counts , etc. 

 

I understand they have now registered for spring 2021, but they need to be inactive for 202030.  Please update the four student for 202030 to IS=Inactive.  To do this,  for 202030 go to the Banner page SFSAREGS, Student Term Tab, update the student status to IS and save.

 

Colette

Apr 5, 2022

 

Entering course overrides

link

 

 

Apr 6, 2022

Done

Entering an admissions application

link

 

 

Apr 6, 2022

Done

Entering an admissions decision

link

 

 

Apr 6, 2022

Done

Entering a graduation application

link

 

 

Apr 6, 2022

Done

Viewing a student’s learner record

link

 

 

Apr 6, 2022

Done

Viewing a student’s academic history

link

 

 

Apr 6, 2022

Done

Viewing a student’s course registration audit

link

 

 

Apr 6, 2022

Done

Viewing and managing holds

link

 

 

Apr 6, 2022

Done

Registering study abroad students

 

Joanie Vicknair (OISS) - handles course creation and registraiton for CIEE students
We handle admission and transcript

REGR 4030-01 - our students register for this in their SA term(s). You have to apply and be accepted into SA programs. Joanie does the registration. She handles all non-business. BS has their own abroad office and they register students for REGR 4030-26. J working with Mary Hicks to figure it out.

when they arrive at the abroad destination, they register for their real courses - Joanie knows how this works

5380 and 5390 credits

Joanie receives transcripts - creates course - we don't put it in SFAREGS, only in SHATCKN - she grades them - these courses get a special grade mode of "V" - students get the earned credit, grades posted to transcript, but do not affect GPA.

 

 

 

Apr 18, 2022

 

Providing Gibson access to 1980-2009 alums

https://tulane.app.box.com/file/896954403849?utm_campaign=collab auto accept user&utm_medium=email&utm_source=trans

https://tulane.app.box.com/file/896962048600

 

Colette

Apr 18, 2022

Done

Setting up MyBanner

 

 

 

Apr 18, 2022

Done

Updating student’s interest for pre-reg

https://tulane.app.box.com/file/896961887767?s=13o7q1afheyxkkyzl2wb14bnfq5qx17p

 

 

 

 

Done

Transfer articulation

 

Below I’ve pasted the information that I had listed in the green sticky note on my screen.  I’ve also attached the instructions that Ryan gave me awhile ago (with screens I use regularly highlighted in yellow).  Please note, however, that it doesn’t have the protocol for changing the In-Progress grades in SHATGRD from TRF/0 to IP/100 or manually doing the override/edit in SHATAEQ after performing an articulation to give all of the credit from a grouping (e.g. 3.0cr ENG 101 + 3.0cr ENG 102 = 6.0cr ENGL 1010).  Those things were discovered after the fact—and I’m sure there are a handful more little things we’ll find as we go along!

From Sticky Note:

 

SOABGTA--Use to create a Transfer Articulation Institution **use current REAL TIME term (but check with IT/Banner re: 000000**

 

STVCALD--Use to create calendar type for SOABGTA, if necessary

 

SHATGRD--Use to define grading for Institution

 

SHATATR--Use to create Institution course equivalencies

 

SHATAEQ--Use to articulate coursework for individual students and roll work to history **use student ENROLLMENT term**

 

SHATRNS--Use to view transfer coursework that has already been rolled to history

 

 

 

 

 

Denise

Apr 20, 2022

Done

 

 

Managing multiple advisors in SGAADVR

Similar to managing attributes

 

Shawn

Apr 25, 2022

Done

Managing PINs

incoming Honors

 

Denise

Apr 29, 2022

Done

Opening summer reg for fall admits

https://tulane.app.box.com/file/896994973090

 

Denise

May 13, 2022

Done

Managing non-deposited students

remove attributes, DD schedules in SFAREGS, SGASTDN

 

Denise

May 13, 2022

Done

Graduation application

Testing

Copy/updates

Common errors

Admin abilities

Paper options

 

 

Jun 13, 2022

 

Managing graduation inventory

Contracts and ordering

storage

 

 

Jun 13, 2022

 

Graduation holds

OA (online app)

DA (grad app received)

B3/BD (diploma encumbered, AR)

 

 

Jun 13, 2022

 

Commencement program list

Deadlines and instructions

Expectations

Late adds

 

 

Jun 13, 2022

 

Graduation Appworx jobs

Roll to outcome

Update WFs

Remove WP holds

Inactivate SHAGAPP

SO Record cleanup

 

 

Jun 13, 2022

 

Ordering diplomas

Paper vs. CeD

Required fields

Parchment orders vs. lost/incorrect replacements

 

 

Jun 13, 2022

 

Graduation ordering

Ordering MD CeDs prior to Conferral

 

 

Jun 13, 2022

 

Updating content

Signatures and titles

Doc types

Code translations

 

 

Jun 13, 2022

 

NTC advisor documentation

https://tulane.app.box.com/folder/106165328701?s=c5e8mx5um4t4e1z4nf1xcj5q1djuhlwm&utm_campaign=collab auto accept user&utm_medium=email&utm_source=trans

 

Denise

Jun 15, 2022

Done

NSC Submission Schedule – Appworx Jobs



First of term/subsequent of term

*Degree Verifications

Graduates Only

Website updates to Submission Schedule

 

 

Jun 15, 2022

 

Adding or Editing a Record (enrollment verification)



Window of Opportunity

Process

 

 

Jun 15, 2022

 

Parchment

Reading a transcript order

Missing data

Contact information

Refund/resend

Preview and DiD

Reading a diploma order

Order types

Diploma Name v. Order Name

Student data for locating record

Contact information

Destination

History

Searching

exporting

Learners & Credentials

Order

Searching for students

Placing re-orders for students and costs

Analytics

Users

Ordering

 

 

Jun 15, 2022

 

Papervision

Searching

Downloading

Paper mailed requests

 

 

 

 

Commencement Dates and deadlines

Proofing and degree checkouts

 

 

Jun 27, 2022

 

Program missing previously reported

program credential level invalid or missing

 

 

Jun 27, 2022

 

CIEE

 

 

 

 

Done

Unencumbering diplomas

from Colette 7/8:

Asking that we add this to the wishlist to develop a process to unencumber diplomas on a regular basis. We used to do this in the mainframe system, just asking that we add this to our list in confluence.  I believe the commencement coordinator can do this weekly with a cognos report and a new weekly process.

 

 

Jul 8, 2022